Top Sales Jobs in Charlotte, NC

Solicits and originates residential mortgage loans by developing referral relationships, assessing customer financial and credit information, recommending suitable loan products, processing applications, and maintaining compliance with SAFE, Regulation Z, and Wells Fargo policies. Provides proactive customer communication, monitors mortgage market trends, and cultivates relationships with realtors, builders, financial professionals, bank branches, and past customers.

Leads treasury management consulting for large corporate and investment banking clients. Advises senior executives on payments, liquidity, cash management, working capital, procure-to-pay, order-to-cash, and risk mitigation strategies. Partners with relationship managers and cross-functional teams to design and implement tailored treasury solutions, leads complex client engagements, identifies operational improvements, and serves as a subject matter expert and mentor. The role requires up to 30% travel and a hybrid schedule.

Supports prospective and existing clients in a digital wealth and investment environment. Provides investment guidance, financial solutions, relationship management, service support, and proactive outreach. Partners with internal teams on referred clients, portfolio reviews, and product alignment while following compliance, risk management, and FINRA requirements. The role includes structured apprenticeship training, coursework, mentorship, and preparation for post-apprenticeship responsibilities.

Leads asset-based lending sales and complex financing transactions, including client sourcing, relationship expansion, financial analysis, deal structuring, negotiations, and approvals. Partners with banking, credit, underwriting, risk, legal, operations, and product teams to deliver secured lending solutions. Contributes to business planning and market development, resolves complex client issues, monitors compliance, and mentors junior colleagues. Requires travel up to 25% of the time.

Leads complex commercial banking relationships with mid-corporate automotive clients. Advises on floor plan financing, acquisitions, real estate lending, treasury management, and other banking solutions; analyzes financials, develops client-specific strategies, coordinates with investment banking and product teams, manages risk and compliance, drives relationship planning and pipeline activity, develops new business, represents the company externally, and mentors colleagues.

Advise senior leadership on complex Treasury Management Consulting strategies, lead large-scale cross-functional initiatives, resolve business challenges, mentor peers, and guide enterprise solutions. The role partners with relationship managers serving large industrial clients and requires expertise in treasury management sales, working capital improvement, procure-to-pay and order-to-cash workflows, and payment industry advancements. The hybrid position requires up to 30% travel.

Supports custom lending solutions for high-net-worth and ultra-high-net-worth clients. Partners with senior specialists and relationship managers to structure credit opportunities, negotiate terms, present deals for risk and underwriting approval, assist with credit origination, and manage routine portfolio activities such as financial reporting, margin resolution, and facility renewals. Maintains compliance with lending policies, FINRA requirements, and applicable regulatory standards.

Drives revenue growth by advising sales and clients on complex treasury and payables solutions. Partners with relationship managers, treasury consultants, product teams, and financial services groups to identify opportunities, optimize working capital, and design innovative client solutions. Develops sales training and client-facing materials, contributes to product roadmaps and go-to-market execution, and maintains expertise in treasury, ERP, TMS, fintech, and trade finance trends. The role requires executive-level influence, collaboration, negotiation, and up to 20% travel.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive disciplined execution, manage operational risk and compliance, partner with internal lines to deliver coordinated solutions, and leverage digital tools and reporting to improve performance and customer experience. Complete a required Branch Manager Readiness Program prior to transitioning into the Branch Manager role.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive branch performance, partner with internal sales teams, manage operational risk and compliance, promote digital adoption, and complete a required Branch Manager Readiness Program before transitioning to full Branch Manager duties.